Before you can build credibility in your marketing, you have to understand the following tool. So, look closely at it and take special notice where your marketing falls on the model:

Hierarchy of Marketing Model
Magnetic Book

Credibility Book

Credibility Brochure

Elevator Statement

Website

Company Brochure

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By Samuel E. Cohen and Ryan P. Friel | May 13, 2024

The Retirement Security Rule, finalized on April 23, is polarizing and is sure to face significant legal challenges (one lawsuit has already been filed), because the rule applies a new, heightened fiduciary duty to the insurance industry.

DOL's new fiduciary rule: Already under fire from life insurance & annuity industry groups

By Kristen Beckman | May 07, 2024

According to the DOL, the new fiduciary rule levels the playing field for insurance agents, brokers, financial planners and registered investment advisors to adhere to a best interest standard when providing investment advice.

Retirement security rule: DOL defines the new role (and limitations) of a fiduciary

By Thomas Gresham | May 02, 2024

Despite an uncertain economic environment, retirement plan participant outcomes thrived in 2023, bolstered by strong growth in employee contributions, according to a preview of Vanguard's annual "How America Saves" report.

Growth in employee 401(k) plan contributions in 2023 was 'extraordinary': Vanguard
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